About
us
Proview Accounting
& Financial Solutions is a boutique accounting and financial
services advisory firm providing full service solutions to small,
medium and large business clients, a variety of individual clients as
well as providing professional consulting services to other accountants
and financial advisory firms on a range of topics.
TRACEY BESTERS
BCom(Acc), Dip FS, PNA, SMSF Specialist Advisor® (SSA), FTIA
Director, Accountant and SMSF Specialist Advisor®
With over 13 years experience in
Public Practice, Tracey has worked for both CA and CPA accounting
firms. Tracey has been responsible for saving business
client’s significant amounts of capital gains tax and has a
passion for Self Managed Superannuation Funds Advice. Tracey was
admitted as a SMSF Specialist Advisor® under the tutelage of
one of Australia’s most renowned SMSF experts Mr Grant Abbott
and holds the following qualifications and designations:
- Bachelor of Commerce (Accounting)
- SMSF Specialist Advisor®
(SAA)
- Diploma of Financial Services
- Professional National Accountant
(PNA) of the National Institute of Accountants (NIA)
- NIA Public Practice Certificate
- Fellow of the Taxation Institute
of Australia
- Registered Tax Agent with the
Taxation Board of Australia
- Authorised Representative of
Lonsdale Financial Group Limited (AFSL Licence Number: 246934,
Authorised Representative Number: 289160)
- Justice of the Peace
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JASON BESTERS
Dip FS(F/MBM), Dip FS(FP), Dip ML(Finsia), AMC, SA Fin
Director, Finance & Mortgage Consultant and Financial Services
Professional
Jason has over 5 years mortgage
broking and financial services experience. Prior to entering the
financial services industry, he held a variety of sales, business
development and management roles within the Information Technology and
Telecommunications industries in small, medium and large business
operations. Jason brings a wealth of experience to his role and is very
enthusiastic about the success of each of our clients. Jason holds the
following qualifications and designations:
- Senior Associate of the Financial
Services Institute of Australia (SA Fin)
- Accredited Mortgage Consultant
(AMC) with the Mortgage & Finance Association of Australia
(MFAA)
- Diploma of Financial Services
(Finance & Mortgage Broking Management)
- Diploma of Financial Services
(Financial Planning)
- Diploma of Mortgage Lending (FINSIA)
- Authorised Representative of AIA
Financial Services Ltd. (AFSL Licence Number: 231109, Authorised
Representative Number: 302319)
- Holds over 30 Bank and Non-Bank
Lender Accreditations
- Justice of the Peace
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CAROL UNWIN
BCom(Acc)
Accountant
As a member of our Accounting Team
Carol
assist a variety of individual and business clients. Carol's
responsibilities include the preparation of individual and business tax
returns along with Business Activity Statements, Financial
Reports, Bookkeeping and client training on various accounting packages.
Backed by a Bachelor of Commerce
(Accounting) and extensive experience within the Banking and Finance
industry, Carol’s expertise is invaluable to the Proview
team. In addition to public practice accounting her
work experience includes 12 years in the Financial Markets division of
the Commonwealth Bank and employment by an International import,
distribution and manufacturing company.
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KELLY GOULD
Administration Assistant/Receptionist
Kelly joined the team in March 2008 and brings
with her years of
experience in administration and customer service.
Kelly has a bright and friendly
disposition and is responsible for the smooth
running of the Proview business. She controls the administration tasks
and provides essential backup support services to staff and clients.
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